Latest Investment Management News

Powerhouse Ventures holds $6.14 million in liquid assets and advances new technology fund launch despite challenging market conditions.

Barramundi Limited’s portfolio took a heavy hit in Q1 2026, with a 15.4% adjusted NAV decline amid AI disruption anxieties and geopolitical tensions. The fund responded by trimming tech holdings and adding miners BHP and Rio Tinto, betting on copper demand and scale advantages.

Kingfish Limited’s portfolio endured a tough first quarter of 2026, with a 7.2% adjusted NAV decline amid Iran conflict-driven volatility. While a2 Milk’s expansion in China buoyed gains, shares in consumer-exposed names and tech-linked Vista Group plunged sharply.

Boab Metals has locked in a A$236 million syndicated loan split evenly between AUD and USD tranches to fund the Sorby Hills Silver-Lead Project, with first drawdown expected in Q3 2026 and production targeted for late 2027.

Regal Partners Global Investments (ASX:RG1) delivered a resilient March quarter performance, driven by semiconductor stocks and gold, while its short book and currency hedging added strategic value amid market turbulence.

Katana Capital Limited has declared a fully franked quarterly dividend of 0.5 cents per share for the March 2026 quarter, with the dividend reinvestment plan price set at AUD 1.361271.

Sandon Capital Investments has locked in $2.67 million through an institutional placement priced in line with its recent share purchase plan and dividend reinvestment plan.

Challenger Limited reported a 19% jump in Life sales to $1.7 billion in Q3 FY26, driven by strong annuity demand and offshore growth. Despite a 10% dip in Funds Management FUM amid market volatility, the company advanced key retirement partnerships and tightened its FY26 EPS guidance.

Monash IVF has turned down a revised $0.90 per share acquisition proposal from a consortium led by Genesis Capital and WHSP Holdings, citing significant undervaluation and confidence in its new CEO’s growth strategy.

Pinnacle Investment Management has cleared critical regulatory hurdles from the FCA and DFSA to acquire the remaining 79.2% of Pacific Asset Management, with completion slated for 24 April 2026.

Elanor Investors Group has finalised a $125 million recapitalisation with Rockworth Capital Partners, restructuring its debt and setting the stage for expansion in Asia. The move repaid existing facilities and bolstered working capital, while a Singapore acquisition awaits regulatory green light.

Abu Dhabi-based private equity firm Axight is set to acquire a minority stake in La Trobe Financial Group, with Brookfield Asset Management maintaining majority ownership and operational control.